Real-time activity
Keep track of the updates, decisions and next steps that move customer work forward.
About PromoXCRM
Built around the way promotional products distributors actually work.
PromoXCRM brings customer relationships, orders and operations into one connected platform designed specifically for the promotional products industry.
Connected workflows
Bring customer relationships, sales activity and order progress into a shared workspace.
Customer tracking
Keep conversations, opportunities and project details easier for your team to find.
Make running a promotional products business easier.
Our goal is simple: reduce the friction created by disconnected systems, repeated data entry and unclear handoffs so teams can spend more time serving customers and growing the business.
Created with the promo industry in mind.
PromoXCRM grew from conversations with promotional products distributors who needed a more practical way to organize their work. Generic systems can leave teams piecing together product details, approvals, orders and follow-ups across separate tools.
We’re building an industry-focused platform that keeps those steps connected and gives each business room to shape its workflow.
Industry recognition
Built for this industry, not adapted to it.
PromoXCRM has a listing in the Promotional Products Association International (PPAI) Solutions Center. The listing describes a distributor-focused CRM and its industry workflows.
View PPAI Solutions Center listing ↗PPAISOLUTIONS CENTER
LISTING
LISTING
Why PromoXCRM
A CRM shaped around the promo business.
Purposeful tools for the real work behind every promotional order.
Flexible workflows
Adapt stages, views and processes to your team’s way of handling projects.
Built for promotional products
Keep product options, artwork approvals, customer needs and delivery steps in context.
Connected customer and order work
Give sales and operations one shared view from first conversation through fulfillment.
Portals and webstores
Give clients a clear way to review shared information and browse branded product options.
Designed around your team
Make it easier for people to collaborate, track responsibilities and follow the next step.
Built for better day-to-day work
Smarter insights. Better collaboration. More clarity.
PromoXCRM helps your team see what is happening and keep important work moving.
▥
Reporting
Review sales and order activity with information gathered in your workspace.
♡
Collaboration
Keep owners, updates and next steps visible across the people involved in a project.
↗
Efficiency
Reduce repeated handoffs by giving your team a connected process to follow.